With FIA Caps, Higher is Better

CANNEX, the real-time annuity rate provider, has published a study that compares hypothetical fixed indexed annuity returns with the returns of multi-year guaranteed rate annuities. Cannex recently added FIAs to its data platform.

A Social Security Trial Balloon

A modest proposal: Add 2% to the payroll tax to fund individual accounts that retirees could live on while they delay claiming Social Security until age 70.

AXA Equitable Holdings to go public

The IPO price is currently expected to be between $24.00 and $27.00 per share. The shares are expected to trade on the NYSE under the symbol “EQH”.

Fund flows bounce back in March: Morningstar

The Morningstar Categories with the highest inflows in March were foreign large-blend, ultra-short bond, and intermediate bond funds, respectively.


April 19, 2018

Retirement Wonks and Honky-Tonks

Having stopped Congress from cutting tax breaks for savers in December's tax bill, the American Retirement Association celebrated with three-days of reflection and revelry in Nashville.
April 12, 2018

An Income Strategy for a Couple with $200K

Joe Tomlinson, an advisor who often recommends immediate annuities in income plans, takes a different tack in his plan for a hypothetical couple, both age 65.
April 5, 2018

‘Peeps’ Try to Peck Through a Pension Shell

A Pennsylvania maker of colored marshmallow ‘chicks’ wants to be the first company in a ‘closed MEP’ pension plan to stay in the plan but put all new hires in a 401(k). A $60...